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Market sources say Vietnam's goal of starting trial chip production by the end of 2027 may be difficult to achieve.
2026-10-26
Market sources say Vietnam's goal of starting trial chip production by the end of 2027 may be difficult to achieve.
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2026-10-26
Most Hong Kong-listed chip stocks fell, with Hua Hong Grace (01347.HK) down more than 7%, ASMPT (00522.HK) down more than 6%, and Biren Technology (06082.HK), Tianshu Zhixin (09903.HK), and GigaDevice (03986.HK) down more than 5%.
Most Hong Kong-listed chip stocks fell, with Hua Hong Grace (01347.HK) down more than 7%, ASMPT (00522.HK) down more than 6%, and Biren Technology (06082.HK), Tianshu Zhixin (09903.HK), and GigaDevice (03986.HK) down more than 5%.
2026-10-25
Apollo Global Management chief economist Torsten Slok said that despite heavy corporate AI spending, AI has so far produced no measurable returns for US firms outside the tech sector. He noted per-employee revenue is rising at the seven largest tech
Apollo Global Management chief economist Torsten Slok said that despite heavy corporate AI spending, AI has so far produced no measurable returns for US firms outside the tech sector. He noted per-employee revenue is rising at the seven largest tech companies but flat across the other 493 S&P 500 firms, and profit margins show the same divergence, with no evidence AI is boosting productivity. Slok said mainstream US companies are cutting investment and treating AI token-consumption costs as a cost center rather than a growth driver, which is squeezing margins. As US earnings season opens, investors will watch corporate AI spending and whether it delivers promised payback. Last week Meta said it would further ramp AI bets and raise capex plans, prompting market jitters; Meta shares fell and its credit-risk measures hit record highs.
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